Phillip Edwards (CRD# 2069934) is an Investment Advisor Representative working at On Investment Management Co in Urbana, OH and has over 28 years of experience in the finance industry. Phillip Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 5441376
Park Avenue Securities LLC
CRD# 2957137
Cutter & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thein Financial Group Inc. | Dayton, OH | Sep 2008 - Current | 15 |
| The O.n. Equity Sales Company | Cincinnati, OH | Nov 1991 - Current | 32 |
| Self Employed | Urbana, OH | Sep 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
- AZ
- CA
- OH
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
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